Isabelle Bates Email & Phone Number

Kirkland, Wa, Us

Seattle, Washington, Us

Bellevue, Washington, Us

- Skilled in financial report creation (Accruals, claims, write-offs, journal entries).- Experienced in overseeing month-end closing.- Adept at communicating financial insights to non-financial personnel.- Conducting quarterly WH inventory analysis and count.- Identifying financial risks and opportunities; implementing process improvements.- Creating At Risk analysis for inbound orders and fulfillment.- Generating analytical reports from large datasets for leadership insights.- Driving continuous improvement in Operations, Supply Chain, Accounting, and Finance.- Creating training documents/SOPs for internal processes.- Managing multiple projects with accuracy and detail.- Reviewing General Ledger reconciliations for monthly/quarterly closing.

Bellevue, Washington, Us

- Reviewing, processing, and coding invoices to the correct GL- Processing returns and reorders for North American and EU- Overseeing Warehouse's inventory counts daily- Responsible for month-end accrual, write-offs, and journal entries - Identifying financial risks and opportunities, and implementing process improvements - Issued credit/debt memos related to invoices, freight, and warehouse claims- Reconciliation of EU general ledger accounts and write-offs

Boise, Idaho, Us

At Guidant, I transitioned into the Finance team helping in Accounts Receivable. I manage the billing requests queue for our 8,500+ customer base, assisting with invoicing, discounts, billing disputes, and changes. My role includes cross-team and account support, daily and monthly deposit reconciliations exceeding $1.1 million, and related reporting. I oversee the contract-to-invoice process for all new and renewed client contracts and collaborate with the payroll team to assign Account Manager commissions from invoices.

Boise, Idaho, Us

As an Account Representative, I gained comprehensive experience in Rollover as Business Startup (ROBs), 401k Plan types, compliance, and audit support, including filing IRS 5500 forms and managing client 401k accounts with external partners. I assisted with financial statement accuracy, supported Top Heavy and ADP testing, and handled high-volume customer requests. I created Salesforce reports, developed dashboards, and collaborated cross-functionally, spending up to 50% of my week in the Finance queue as an Accounts Payable and Receivable Representative, while also managing complex billing concerns as the Billing SME for the Client Contact Team.

Bachelor'S Degree, Accounting

Bachelor'S Degree, Management Information Systems, General

Associate'S Degree, Accounting

Associate'S Degree, Business Administration And Management, General